YEARvsCALIETF Comparison
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AB Ultra Short Income ETF (YEAR) belongs to the US Aggregate Bonds segment. iShares Short-Term California Muni Active ETF (CALI) is part of the Municipal Bonds segment. YEAR's top 3 sector exposures are Finance, Energy and Utilities. In contrast, CALI's top sector exposures are Municipal. Both YEAR and CALI have the same Total Expense Ratio (TER) of 0.25%. YEAR is up 2.36% year-to-date (YTD) with +$106M in YTD flows. CALI performs worse with 1.43% YTD performance, and +$464M in YTD flows. Run a side-by-side ETF comparison of YEAR and CALI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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YEAR vs CALI performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | YEAR CALI | +0.56%+1.11% | +0.74%+0.39% | +2.36%+1.43% | +3.10%+1.83% | +14.84%+9.72% | n/an/a |
| Flows | YEAR CALI | +$25M+$117M | +$88M+$235M | +$106M+$464M | +$128M+$505M | +$1.07B+$661M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | YEAR CALI | +0.63%+1.25% | +0.58%+0.76% | +0.64%+0.76% | n/an/a |
| Max drawdown | YEAR CALI | -0.24%-1.20% | -0.27%-1.20% | -0.27%-1.20% | n/an/a |
| Max drawdown duration | YEAR CALI | 42d61d | 36d61d | 36d61d | n/an/a |
Trading data
YEAR | CALI | |
Last sale 10/30/2026 at 1:30 PM | $50.26 | $50.22 |
| Previous close 10/29/2026 | $50.20 | $50.19 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
YEAR | CALI | |
|---|---|---|
| Last price | $50.26 | $50.22 |
| 1D performance | +0.12% | +0.06% |
| AuM | $1.59 B | $677.97 M |
| E/R | 0.25% | 0.25% |
Characteristics
YEAR | CALI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | AllianceBernstein | iShares |
| Benchmark | - | - |
| N° of holdings | 90 | 53 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 13, 2022 | July 11, 2023 |
| ESG | No | No |
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Exposure
Countries
YEAR
USA
30%
Other
70%
CALI
USA
25.14%
Other
74.86%
Sectors
YEAR
Finance
24.05%
Other
75.95%
CALI
Municipal
25.14%
Other
74.86%
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Diversification
YEAR
Total weight of top 15 holdings out of 15
48.26%
CALI
Total weight of top 15 holdings out of 15
25.07%
Top 15 holdings
Data as of September 30, 2026
YEAR
US91282CRP85
24.71%
US912797WQ64
4.95%
US91282CRH69
3.45%
US912797WR48
3.03%
Citigroup, 3.2% 21oct2026, USD
1.32%
Bank of America Corporation, 4.25% 22oct2026, USD (L)
1.32%
JP Morgan, 4.125% 15dec2026, USD
1.31%
Standard Chartered Plc, 4.3% 19feb2027, USD (154)
1.29%
Wells Fargo, 4.3% 22jul2027, USD (O)
1.22%
American Express Co, 2.55% 4mar2027, USD
0.96%
Lloyds Banking Group, 3.75% 11jan2027, USD
0.95%
Credit Agricole (London Branch), 4.125% 10jan2027, USD (19)
0.95%
Bank of Nova Scotia, 5.35% 7dec2026, USD
0.94%
Capital One Financial, 3.65% 11may2027, USD
0.94%
BNP Paribas, 4.625% 13mar2027, USD (2478)
0.93%
CALI
US607804AC55
2.59%
US4636326D64
2.50%
Orange Water District, FRN 1aug2042, USD (2003A)
2.09%
US13048TGV98
2.06%
US59266TYR66
1.70%
US842475M859
1.61%
Bay Area Toll Authority, FRN 1apr2059, USD (2026)
1.61%
US88035F7U81
1.59%
US91412GSH91
1.53%
US13034DAH70
1.46%
US91412HTJ22
1.31%
US13033LSZ12
1.29%
Northern California Energy Authority, 5% 1dec2054, USD (2024)
1.28%
Southern California Public Power Authority, 5% 1apr2055, USD (2024A)
1.26%
US46360RAT41
1.21%
Frequently asked questions about YEAR and CALI
How have the YEAR and CALI ETFs performed in 2026?
As of October 29, 2026, YEAR is up 2.36% year-to-date (YTD), while CALI has returned 1.43%. That puts YEAR better performer ahead so far this year.
Which ETF is attracting more investor money: YEAR or CALI?
Year-to-date, the YEAR ETF saw +$106M in flows, compared to +$464M for CALI.
Which ETF is more volatile: YEAR or CALI?
Over the past year, YEAR had a volatility of 0.58%, while CALI experienced 0.76%.
Which ETF is bigger: YEAR or CALI?
As of October 29, 2026, YEAR holds $1.59 B in assets under management (AUM), while CALI manages $677.97 M.
What sectors do the YEAR and CALI ETFs invest in?
YEAR leans toward sectors like Finance. Meanwhile, CALI focuses on Municipal.
What are the top holdings of the YEAR ETF and CALI ETF?
YEAR top holdings include US91282CRP85, US912797WQ64 and US91282CRH69. CALI holds in its top three: US607804AC55, US4636326D64 and Orange Water District, FRN 1aug2042, USD (2003A).
Which ETF is more diversified: YEAR or CALI?
YEAR holds 152 securities with 48.26% of its assets in the top 15. CALI has 216 securities and a top 15 weight of 25.07%.
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Latest news about YEAR & CALI
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